Keywords: establishment,finance,point_of_interest

Merrill Lynch Wealth Management - Seattle (WA)

Address: 🏡 401 Union St, Seattle, WA 98101
Phone : +1 (206) 464-3500

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJHzCbXFJrkFQRldNu_dKODY0

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    Koda Chovanetz: My wife and I recently worked with Pacific Portfolio Trust Company to put together an estate plan and long-term wealth strategy for our family, and we’re really glad we did. With two kids to think about, we wanted to make sure everything was set up properly for the future, and the team at Pacific Portfolio made the whole process straightforward and stress-free. They took the time to understand our goals, explained our options clearly, and helped us create a plan that gives us peace of mind. We never felt pressured or talked down to. They were knowledgeable, approachable, and genuinely thoughtful in their advice. If you’re looking to protect your family and plan for the future, I highly recommend working with Pacific Portfolio. They’ve been a great partner for us.
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    clark schlosser: They are the third party dealing with my 401k and they are a bunch of crooks! I’ve been trying for weeks to move my money out into a new 401k with a new employer and it’s like pulling teeth and my account over night lost about $2000. POS!
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    Jeff Garlock: Glenn, Kari, and the team provided a comprehensive financial analysis and developed a plan for our retirement that we can feel comfortable for which to follow. He provided the information we needed in a format that was easy to understand, and was able to answer all of our questions. This gave us the confidence to proceed with our plans to retire, knowing there was a clear path to financial stability.
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    Jo Gerdin: Steve was fantastic in helping us roll our 401K account into a new IRA. He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork. He also helped us with some long term planning and budgeting and helped us put another 100K into the markets. He did. a fantastic job.
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